Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Surf Air Mobility Inc (SRFM)

61 + Investors. Track Smart Money conviction in SRFM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
8Q ▲
Buyers last Q
55%

Smart Money Signals — SRFM

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SRFM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
61 hedge funds hold SRFM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +103% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+103% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

37 buying30 selling
Last quarter: 37 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 17 → 22 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 54% entered in last year

■ 0% conviction (2yr+) ■ 46% medium ■ 54% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~18 new funds/quarter

13 → 28 → 17 → 22 → 18 new funds/Q
New funds entering each quarter: 28 → 17 → 22 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 74% of holders entered in last year

■ 0% veterans ■ 26% 1-2yr ■ 74% new
Of 61 current holders: 45 (74%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
16 of 61 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SRFM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SRFM

In 2026 Q2, 37 hedge funds were net buyers of SRFM (18 opened a new position, 19 added to an existing one), while 30 reduced or exited (14 trimmed, 16 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in SRFM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 61.

Hedge Fund Ownership: SRFM

How many hedge funds hold SRFM — quarterly history vs. share price
Quarterly hedge fund ownership of SRFM vs. share price

Market Analysis: SRFM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRFM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SRFM
61 + Investors

Track Smart Money conviction in SRFM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 59 3.39%
13F Shares 19M 12M 59.46%
Total Value $22M $14M 59.37%
New Positions 18 22 -4
Increased Positions 19 14 +5
Closed Positions 16 20 -4
Reduced Positions 14 11 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRFM

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Financial Highlights

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Institutional Holders (2026 Q2)

61 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRFM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SRFM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balefire, LLC 0.06% 324,331 $376K
2 United Bank 0.04% 125,000 $145K
3 J. Derek Lewis & Associates Inc. 0.03% 121,000 $140K
4 Two Sigma Securities, LLC 0.01% 116,461 $135K
5 Symmetry Peak Management LLC 0.00% 15,000 $17K
6 XTX Topco Ltd 0.00% 285,357 $331K
7 True Freedom Investing, LLC 0.00% 30,339 $35K
8 Bridgeway Capital Management, LLC 0.00% 114,146 $132K
9 Perennial Investment Advisors, LLC 0.00% 24,222 $28K
10 Engineers Gate Manager LP 0.00% 96,389 $112K
11 Rathbones Group PLC 0.00% 319,826 $371K
12 Centiva Capital, LP 0.00% 117,999 $137K
13 Citadel Advisors LLC 0.00% 7,380,092 $8.6M
14 Hrt Financial LP 0.00% 392,233 $454K
15 DnB Asset Management AS 0.00% 161,608 $187K
16 Hickory Point Bank & Trust 0.00% 600 —
17 Leonteq Securities AG 0.00% 10,000 $12K
18 Sowell Financial Services LLC 0.00% 10,340 $12K
19 Tower Research Capital LLC (TRC) 0.00% 7,479 $9K
20 Kestra Private Wealth Services, LLC 0.00% 15,601 $18K
21 SBI Securities Co., Ltd. 0.00% 7,299 $8K
22 Citigroup Inc 0.00% 459,568 $533K
23 Vanguard Fiduciary Trust Co 0.00% 523,747 $608K
24 Vanguard Capital Management LLC 0.00% 4,440,661 $5.2M
25 Focus Partners Wealth 0.00% 88,500 $103K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Surf Air Mobility Inc (SRFM)

What does the Smart Money Trend signal show for SRFM?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SRFM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRFM?

Slight buying edge — 55% buying: Last quarter: 37 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SRFM holders?

Elite ownership — 60% AUM from top-100 funds: 16 of 61 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in SRFM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SRFM?

Mostly new holders — 54% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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